Private Banker
Current
Sep 2024 - Present
AeroLeads people directory · profile
Prashanth K J Email & Phone Number
Private Banker
at
Ionic Wealth
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Who is Prashanth K J? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Prashanth K J is listed as Private Banker at Ionic Wealth, based in Bengaluru, Karnataka, India. AeroLeads shows a matched LinkedIn profile for Prashanth K J.
Prashanth K J previously worked as Associate Vice President at Jm Financial Services Ltd and Associate Vice President at Karvy Private Wealth. Prashanth K J holds Bachelor'S Degree, Computer Science from Kalpatharu Science First Grade College, Tiptur.
Company email context
Email format at Ionic Wealth
This section adds company-level context without repeating Prashanth K J's masked contact details.
Ionic Wealth
Review company-level records connected to Prashanth K J before choosing the right outreach path.
Profile bio
About Prashanth K J
I’m a Senior Private Banker with 16 years of experience in the banking and financial sectors, specializing in delivering tailored wealth creation strategies for diverse client segments, including high-net-worth individuals (HNI), by utilizing technology-driven insights.
Current workplace
Prashanth K J's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Prashanth K J work experience
A career timeline built from the work history available for this profile.
Associate Vice President
> Ensure highest levels of customer satisfaction. Interact with new customer> Key distribution of alternate products – Debt Market products to HNI Clients> Handling HNI and UHNI clients of their investment> Selling Third Party Products PMS , AIF and other financial product> Providing Financial planning & Investment Advise> Analyze client portfolios and make necessary suggestions, This includes comprehensive financial planning & asset allocation and accordingly advising clients on investment products and services, namely > Mutual Funds, Insurance , PMS and AIF Etc.
Mar 2020 - Aug 2024
Associate Vice President
Karvy Private Wealth
> Onboarding HNI client with Total investment Relationship 50 lakhs .>Handling Client Relationships Individual, Institutions and corporate.> Offering different kind of assets class products with proper client Risk profile.> Relationship Management for a Portfolio of Customers.
Jan 2019 - Feb 2020
Banker (Wealth Manager)
Sbi
> Advisory services to clients,suggested actions to a particular client and allowing them the opportunity to give the final say on their advice.> Maintain relationship with high net worth clients and providing required solutions for their financial and investment needs.> Responsible for Cross Sell Personal Investment / Third Party Products like Life Insurance, General Insurance, and Mutual Funds & enhancing relationship with existing clients.> Responsible for Sourcing and Selling of high net worth clients.> Generation of referrals from internal database.> Identify, plan and execute sourcing of managed programs from defined segments> Strict Compliance of KYC Norms and Public Relations
Nov 2017 - Dec 2018
Deputy Manager
> Handling Client Relationships Individual, Institutions and corporate> Relationship Management for a Portfolio of Customers.> Maintain relationship with high net worth clients and providing required solutions for their financial and investment needs.> Responsible for Cross Sell Personal Investment / Third Party Products like Life Insurance, General Insurance, and Mutual Funds & enhancing relationship with existing clients
Aug 2016 - Oct 2017
Private Banker
> To manage key account relationship and serving as single point of contact for HNI, Current and Savings accounts, Term Deposits (Corporate/HNI/Trusts) and maximizing fee income for the bank> Responsible for catering to liability, asset, forex and trade services to existing and new clients> Responsible for sourcing New to Bank clients through various channels including existing referral network, bank customers etc> Ensuring compliance with Statutory requirements laid by acts governing banking regulations> Acquiring and on boarding Net clients to Bank -Liabilities, Investments and Assets products
Oct 2010 - Jul 2016
1 education record
Prashanth K J education
FAQ
Frequently asked questions about Prashanth K J
Quick answers generated from the profile data available on this page.
What company does Prashanth K J work for?
Prashanth K J works for Ionic Wealth.
What is Prashanth K J's role at Ionic Wealth?
Prashanth K J is listed as Private Banker at Ionic Wealth.
Where is Prashanth K J based?
Prashanth K J is based in Bengaluru, Karnataka, India while working with Ionic Wealth.
What companies has Prashanth K J worked for?
Prashanth K J has worked for Ionic Wealth, Jm Financial Services Ltd, Karvy Private Wealth, Sbi, and Indusind Bank Limited.
How can I contact Prashanth K J?
You can use AeroLeads to view verified contact signals for Prashanth K J at Ionic Wealth, including work email, phone, and LinkedIn data when available.
What schools did Prashanth K J attend?
Prashanth K J holds Bachelor'S Degree, Computer Science from Kalpatharu Science First Grade College, Tiptur.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Prashanth K J you were looking for.
View similar profiles
